Table of Contents

Defining an escalation action for a stage and a process


Only available versions of this content are shown in the dropdown

Ensure that your business case moves forward in a timely manner by defining an escalation action for a stage and a process in your case life cycle. By notifying interested parties about an elapsed goal or deadline, you can keep the time frames that you agree on for your business cases.

Define notification channels. For more information, see Notification channels.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. In the Case life cycle section, click the element of a case life cycle for which you want to define an escalation action:

    • To send a notification after a goal or deadline for a stage that elapses, click the stage.
    • To send a notification after a goal or deadline for a process that elapses, click the process.
  3. In the properties panel, click the Goal & deadline tab.

  4. From the Use Service-level agreement (SLA) list, select Custom SLA.

  5. In the Goal section, in the Notify subsection, select recipients of the notification:

    • To notify a creator of the case, select Creator.
    • To notify the participants of the case, select Participants.
  6. If you select to notify participants, click Manage participants, select the case participants that you want to notify, and then click Done.

  7. In the Message subsection, select a message type:

    • To send a standard notification, select Use default message.
    • To compose an email message, select Compose a message, provide a subject, click Compose, enter your message, and then click Done.
  8. In the Deadline section, create a notification by repeating steps 5 trough 7.

  9. Click Save.

Notify users that work on mobile devices about elapsed goals and deadlines by enabling push notifications. For more information, see Sending push notifications about case events.
Did you find this content helpful?

66% found this useful

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.